Turn on closing periods

You can turn on closing periods for your clients to prevent adjustments. It can affect staff in your office, your client's staff, or both.

Select Setup
, then Clients
.

Select the Accounting Information
tab.

Select a client, then mark the Enable close posting periods for Workpapers CS
checkbox in the Processing
section.

You can also make this change for multiple clients at the same time.

Select Edit Multiple Clients
, then mark the Accounting Information
checkbox.

Select Next
.

Mark the checkbox for the clients you want to edit, then select Next
.

Mark the Enable close posting periods for Workpapers CS
checkbox and select Yes
for each client you mark.

Select Finish
.

This article applies to: